All Accelerator Companies Likely to Adopt 3D DRAM or zHBM
elonmusk · x · 2026-08-24
Following HotChips discussions, Gavin Baker notes that every accelerator company is likely to pursue 3D DRAM or zHBM variants. Larger firms are running parallel programs, and both memory types are expected to co-exist due to distinct advantages.
Related event: Hot Chips Spotlights AI Memory Bottleneck: 3D DRAM and zHBM Converge(11 posts)→
More from Infra
- ASM's pizza-themed ALD explainer at SEMICON West is the best yet — BenBajarin · 2026-10-16
- Google's Willow chip cuts quantum errors 40x, raising Q-Day concerns for Bitcoin — jamestagg · 2026-10-16
- Vibe Coding a Data Pipeline Is Easy; Running It at Billions of Rows Is Not — Zachly · 2026-10-16
- Large data centers employ only ~50-150 permanent on-site staff, Microsoft says — brezina · 2026-10-16
- Prediction: Opus 5.5-level models on laptops by 2027, backed by Qwen 27B data — cephaloform · 2026-10-16
- Oracle down 12% in a week, nearly 50% off June high as OpenAI exposure spooks market — alvelda · 2026-10-16